Howard Wealth Management, LLC Invesco Indx Tr Transaction History
Howard Wealth Management, LLC
- $197 Million
- Q2 2025
A detailed history of Howard Wealth Management, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Howard Wealth Management, LLC holds 99,459 shares of BSJR stock, worth $2.26 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
99,459
Previous 98,636
0.83%
Holding current value
$2.26 Million
Previous $2.21 Million
2.22%
% of portfolio
1.15%
Previous 1.23%
Shares
3 transactions
Others Institutions Holding BSJR
# of Institutions
138Shares Held
13.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.09MShares$24.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY957KShares$21.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA940KShares$21.3 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL759KShares$17.2 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL612KShares$13.9 Million0.01% of portfolio